Swiss Equities

The turbulence and uncertainty that defined stock markets in 2025 kept investors on their toes. 2026 offers grounds for optimism.

Since Donald Trump took office as the 47th President of the United States, a lot has happened, and the consequences for the economy and global politics have been clearly felt. What if negotiations fail and Trump follows through on his tariff threats? We debate what this means for the Swiss stock market in general and, more specifically, at the company level.

Success in sports, and in investing,relies on the right team strategy. In this Quanta Byte we examine the current structure of the Swiss equity market and explore how a dynamic diversification can address concentration risks and enhance long-term resilience.

Almost disrespectfully referred to as second-line stocks, Swiss small & mid caps are often eclipsed by the big names on the stock market. In the last six and a half years, they lagged the overall Swiss stock market, but over the long term of 20-30 years they were the outperformers. If you ignore them, you are missing out on what we deem an attractive investment segment. Currently, they are worthy of more than just a quick look in our opinion.

Our Swiss Equities team has investigated how far Swiss companies would be affected by new US trade tariffs the Trump administration might impose. Given their sales structure and delivery channels, about a third of the analyzed companies would be affected. However, these stated they would find a quick workaround if necessary.

Our Swiss Equities team regularly inspects Swiss companies on site. The recent visit to Ypsomed, a company specializing in injection systems for self-administering medication, perfectly illustrates the advantages of such visits.

In this three-article series, we revisit covered call strategies. In this third article, we give a glimpse into our investment capabilities and provide readers with details on how to potentially capitalize on the opportunity.

In this three-article series, we revisit covered call strategies. In this second article, we argue why covered calls offer a compelling way to play equities in the new decade (the “Why”).

In this three-article series, we revisit covered call strategies. In this first article, we introduce the basic workings – the “what” – of covered calls.

Widely considered a stable investment strategy, equity dividends shine when growth, inflation, and interest rates drop. The characteristics of Swiss equity dividends place them in particularly good light. Vontobel’s new Sustainable Swiss Equity Plus fund aims to generate an income potential of 7-8% per year through a mix of dividend yields and tax-free option premiums.

In 2021, Swiss equity investors should focus on companies with global industry leadership, innovative strength and healthy balance sheets. Among them, well-managed Swiss mid and small caps could be one of the most promising return sources next year.